ETMarkets PMS Talk | China, Brazil, silver and tactical rotations help Vallum beat Nifty; true multi-asset needs global flexibility: Manish Bhandari

Vallum Capital Advisors’ Multi Asset Index Strategy achieved nearly 10% returns in January 2026, outperforming the Nifty50’s 3% fall. CEO Manish Bhandari attributes this success to strategic global investments in China and Brazil, a contrarian bet on silver, and timely sector rotations. The approach emphasizes flexible, value-biased allocation across geographies and commodities, moving beyond traditional equity, debt, and gold mixes.